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Strategic Finance Associate
LoopioStrategic Finance Associate at Loopio involved in financial modeling and strategic planning. Collaborates with teams to provide financial insights supporting the company's growth objectives.
About the role
Key responsibilities & impact- Conduct in-depth financial analysis, including but not limited to financial modeling, forecasting, and variance analysis. Provide insights into financial performance and identify trends, risks, and opportunities.
- Assist in the development and execution of the company’s strategic plan. Collaborate with cross-functional teams to align financial objectives with overall business goals.
- Support in the budgeting and quarterly forecasting processes, including gathering input from various departments, creating and updating financial models, and tracking performance against budget.
- Collect, analyze, and interpret financial and operational data to drive informed decision-making. Present findings and recommendations to Leadership, alongside the broader Strategic Finance team.
- Prepare and present regular financial reports and presentations to management, shareholders, and other stakeholders. Develop and design new internal and external reporting packages and dashboards.
- Identify cost-saving opportunities and work with relevant teams to implement efficiency measures without compromising key objectives.
- Identify opportunities to enhance financial processes and provide recommendations for improvements.
- Assist in ad hoc financial analysis and special projects as required.
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Business, or a related field (CPA or Master's degree preferred).
- 3+ years of experience in a combination of Audit at a Big 4 firm, FP&A, or Accounting.
- Experience in financial modeling and analysis, forecasting, and budgeting strongly preferred.
- Excellent written and verbal communication skills, including the ability to confidently interact with an executive level audience.
- Strong analytical and problem-solving skills, including the ability to develop conclusions and explain key takeaways and recommendations.
- Detail-oriented and proactive, able to work both independently and in a team.
- Excellent teamwork and interpersonal skills.
- Great time management and prioritization skills, including the ability to balance multiple projects.
- Experience with Google Suite (Sheets, Slides) and Finance systems (Netsuite, Cube, etc.) considered an asset.
Benefits
Comp & perks- Your manager supports your development by providing ongoing feedback and regular 1-on-1s, we leverage **__Lattice__**** **for our 1:1s and performance conversations
- You will have the opportunity to elevate 🪄 your craft and the opportunity to explore your creativity, with a dedicated professional mastery allowance for more learning support! We encourage experimentation and innovative thinking to drive business impact.
- We offer a wide range of **__health and wellness benefits__**** **to support your physical and mental well-being, starting day 1️⃣ with Loopio.
- We’ll set you up to work remotely with a MacBook laptop 🍏, a monthly phone and internet subsidy, and a work-from-home budget to help get your home office all set up.
- You’ll be joining a supportive culture that has thoughtfully built out opportunities for connections in a remote first environment.
- Participate in 🎤 townhalls, AMA (Ask-Me-Anything), and quarterly celebrations to celebrate the big wins and milestones as #oneteam!
- Our four active** ****__Employee Resource Groups__**** **offer opportunities for employees to learn and connect year-round.
- You’ll be a part of an award-winning workplace 🏆with an opportunity to make a big impact on the business.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial AnalysisVariance AnalysisCost-Saving IdentificationData InterpretationStrategic Planning
Soft Skills
Detail-OrientedProactiveTeamworkTime ManagementInterpersonal Skills
Certifications
Bachelor's Degree in FinanceCPAMaster's Degree